EW
Evoke Wealth Portfolio holdings
AUM
$4.26B
1-Year Return
15.6%
This Quarter Return
+0.28%
1 Year Return
+15.6%
3 Year Return
+39.07%
5 Year Return
+58.3%
10 Year Return
–
AUM
$813M
AUM Growth
–
Cap. Flow
+$813M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.17%
Holding
1,406
New
1,404
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$89.1M |
| 2 |
iShares S&P 100 ETF
OEF
|
+$76.1M |
| 3 |
Boyd Gaming
BYD
|
+$54.6M |
| 4 |
TRTX
TPG RE Finance Trust
TRTX
|
+$39.8M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$36.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 9.94% |
| 2 | Consumer Discretionary | 8.76% |
| 3 | Real Estate | 6.28% |
| 4 | Healthcare | 5.6% |
| 5 | Technology | 5.29% |
